Search for: "Use of Name of Retired or Deceased Partner"
Results 21 - 40
of 76
Sorted by Relevance
|
Sort by Date
12 Mar 2012, 5:15 am
The proper titling of your assets, including naming beneficiaries of your retirement accounts, life insurance policies, brokerage assets and bank accounts must not be overlooked. [read post]
28 Jan 2010, 11:51 pm
Bernstein, formerly a name partner of Bernstein & Bernstein and the son of former Brooklyn Supreme Court Justice Aaron D. [read post]
21 Aug 2009, 6:00 am
Opposite-sex spouses can roll over the deceased spouse's retirement plan distributions into another retirement plan or account and defer taxes until after the deceased spouse would have reached 70.5 years of age. [read post]
28 Feb 2021, 8:08 am
How about a fiancee or a long-term romantic partner? [read post]
28 May 2018, 1:46 am
An "executor" is a person responsible for settling a deceased person's estate. [read post]
28 May 2018, 1:46 am
An "executor" is a person responsible for settling a deceased person's estate. [read post]
8 Jan 2013, 9:12 am
(It might be advisable to file this return in most situations on the death of the first spouse to pass on the Deceased Spouses unused tax exemption.) [read post]
1 Dec 2011, 5:49 am
This is a prime example of a cover up and an attempt by a lawyer with a vested interest in protecting his partner trying to censor the media”.The journalist also queried why the letter from Mr Sturrock appeared to go out of its way not to name the Executor of the Estate as Norman Howitt, a Borders Accountant who it was revealed in an investigation had apparently taken ownership of the deceased’s widow’s Pension Book, had attempted to assume full control… [read post]
7 Mar 2022, 4:05 am
To learn more about trusts – and estate planning in general, including which type of plan best fits your needs – contact us today. [read post]
6 Feb 2022, 2:47 am
To learn more about trusts – and estate planning in general, including which type of plan best fits your needs – contact us today. [read post]
24 Apr 2015, 1:39 pm
The other major asset most people have are pension or retirement accounts which although held in an individual name, their disposition upon death is generally controlled by a beneficiary designation, presumptively in virtually all cases, the spouse. [read post]
3 May 2022, 12:06 pm
If copies of federal taxes are needed, use Form 4506-T and 56.[41] The executor should obtain a copy of the decedent’s credit report from Equifax, Experian, and TransUnion and review for open accounts.[42] The executor may use online services to help locate life insurance policies[43], pensions[44], and retirement accounts.[45] The executor must locate the mailing addresses for heirs and beneficiaries. [read post]
7 Jul 2012, 3:04 am
Sharon told the court Steven usually signed himself “S Nicol” and would never use his middle name. [read post]
13 Aug 2012, 12:00 am
In most states, an unmarried partner does not have inheritance rights, so any property owned by his or her deceased partner would go to other family members. [read post]
19 Feb 2019, 8:52 am
In the US, there are different tiers to the inheritance tax depending on your relation to the deceased. [read post]
9 Nov 2011, 6:58 pm
There are some financial instruments and retirement plans on which each partner can designate the other as beneficiary upon death. [read post]
21 Aug 2018, 10:00 am
Your home, cars, investments, bank accounts, retirement accounts and any belongings you own. [read post]
23 Jan 2007, 3:16 pm
Unfortunately, the pension plan that your employer uses still determines who you can name as beneficiary. [read post]
26 Jun 2019, 6:00 am
“The name takes us back to our roots,” Cohn said. [read post]
6 Nov 2017, 1:44 pm
Joint PropertyThe parties recognize that they may from time to time acquire property in their joint names. [read post]
